Harmonic Lightwaves (HLIT) Message Board

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Technology Stocks : Harmonic Lightwaves (HLIT)

HLIT 9.755

+0.8%

Dec 3 3:59 PM EST

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To: George A. Roberts who wrote (3725)	7/19/2000 10:21:41 PM
From: MikeM54321	Read Replies (1) of 4134

George and Thread- FWIW I listened to the entire call. I suppose the thing that concerned me the most was lack of visibility for the CS division. Also lack of visibility on the BAN division. And, unfortunately, that just about sums up all of HLIT. Just sounded like they are going through some MAJOR transition issues as they merge Divicom into the fold and focus all their attention to it. IMHO, a kind of depressing CC especially when an analyst mentioned that ANTC is up 19% sequentially with ATT(but I listened to ANTC CC and didn't pick that up?). Then you have to consider the other 10% customer is RCN, who I believe is a data-CLEC with a heavy debt burden and suffering stock price. But I don't follow RCNC closely enough to know how their cable over-builds are going. At least I think they are overbuilds, which I could never understand in the first place. Anyway, maybe HLIT is just getting all the bad news out of the way in one big swoop. Or is this just Tony's style? I guess it's been so long since I've listened in on a HLIT CC, that I can't recall his style. -MikeM(From Florida)

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